Training and Evaluation Outline Report Status: 09 Jul 2013 Effective Date: 30 May 2017 Task Number: 14-EAC-8031 Task Title: Plan Theater Resource Management Operations (G8) Distribution Restriction: for public release; distribution is unlimited. Destruction Notice: None Foreign Disclosure: FD1 - This training product has been reviewed by the training developers in coordination with the Fort Jackson, South Carolina 29207 foreign disclosure officer. This training product can be used to instruct international military students from all approved countries without restrictions. Supporting Reference(s): Step Number Reference ID Reference Name Required Primary ATP 4-94 THEATER SUSTAINMENT COMMAND Yes No DFAS-IN REG 37-1 Finance and Accounting Policy Implementation. Yes No DOD 7000.14-R FM 1-06 Department of Defense Financial Management Regulations (DODFMR) (Volumes 1-15) Financial Management Operations http://armypubs.army.mil/doctrine/dr_pubs/dr_a/ pdf/fm1_06.pdf Yes Yes Yes No Conditions: The Theater G8 section is engaged in resourcing requirements, identifying, acquiring, and distributing funds to units that are engaged in Unified Land Operations. They track, analyze, and report execution in support of stated objectives to senior Army leadership and Army Budget Offices. All assigned sections and personnel are positioned in the theater no later then time prescribed in Operations Order (OPORD). Special attention is given to ensure accurate and timely reporting. Communications with supporting and supported units are established and functioning. The G8 is conducting operations in a dynamic and complex operational environment (OE) against a hybrid threat. The tactical standing operating procedure (TSOP) is available as well as DFAS IN REG 37-1, DODFMR 7000.14-R, FM 1-06 and FM 4-94. Requests for financial technical support and assistance to resolve various actions and problems are being received from supported units. Conventional attacks by hostile aircraft and operations by ground elements are possible. Threat capabilities include information gathering, hostile force sympathizers, and terrorist activities in a Chemical, Biological, Radiological, Nuclear and high yield Explosives (CBRNE) environment. Some iterations of this task should be performed in MOPP 4. Standards: Recommendations on resource utilization enhance commander's ability to leverage those resources toward attaining mission objectives. Operational costs are accurately determined; and funds are properly acquired, distributed, controlled, and tracked by accounting classifications no later then time prescribed in OPORD. Requirements for additional funding are identified by fiscal accounting elements and provided to higher headquarters. Appropriate paper and digital accounting records are maintained. Based on G8 authorized strength, 85% of the G8 leaders and 80% of Soldiers are present at training. The G8 attains 90% on performance measures, 100% on critical performance measures, and 90% on leader performance measures to achieve a T rating. NOTE: Leader is defined as the Director, Resource Management. Live Fire: No Page 1
Objective Task Evaluation Criteria Matrix: Plan and Prepare Execute Assess Operational Environment BDE & Above Training Environment (L/V/C) Training/Authorized % of Leaders Present at % of Soldiers Present at External Eval % % Critical % Leader Task Assessment >=85% >=90% >=90% T Dynamic and Complex (All OE Variables and Hybrid Threat) Dynamic and Complex (All OE Variables and Single Threat) Day IAW unit CATS statement. 75-84% 65-74% 60-64% >=80% 75-79% 60-74% Yes No 80-89% 65-79% 51-64% All 80-89% T- P P- <All <=79% Dynamic and Complex (<All OE Variables and Single Threat) <=59% <=59% <=50% U Remarks: None Notes: Managing risks is the responsibility of all leaders. Regardless of where the task is conducted, field or garrison, the identification of possible hazards for personnel and equipment is essential to mission accomplishment. Risk management activities are continuous and are performed simultaneously with other operational tasks. Once identified potential hazards must be eliminated or reduced to an acceptable level. Leaders must always consider the local constraints and restrictions for their current operating area. All required non Army Publishing Directorate (APD) financial specific references and technical manuals will be provided by the local Defense Finance and Accounting Services (DFAS). Safety Risk: Low Cue: None Task Statements Page 2
DANGER Leaders have an inherent responsibility to conduct Composite Risk Management to ensure the safety of all Soldiers and promote mission accomplishment. WARNING Composite Risk Management is the Army's primary decision-making process to identify hazards, reduce risk, and prevent both accidental and tactical loss. All Soldiers have the responsibility to learn and understand the risks associated with this task. CAUTION Identifying hazards and controlling risks across the full spectrum of Army functions, operations, and activities is the responsibility of all Soldiers. Page 3
NOTE: Assess task proficiency using the task evaluation criteria matrix. Steps and Measures NOTE: Asterisks (*) indicate leader steps; plus signs (+) indicate critical steps. STEP/MEASURE GO NO-GO N/A +* 1. Director, Resource Management (G8), receives mission. a. Reviews operations plan for specified area. b. Conducts mission analysis. c. Provides restated mission to branch chiefs. d. Briefs supported commander on financial requirements. e. Provides financial advice and recommendations to the commander. + 2. Director, Resource Management Branch, initiates planning. a. Receives mission statement. b. Reviews operations plan for specified area. c. Briefs branch personnel on mission requirements. d. Provides staff planning guidance. e. Conducts economic impact assessments of specified area of operations. 3. Program Management Branch personnel conduct planning activities. a. Review planning guidance. b. Review operations plan and forces listing for resource management implications. c. Coordinate with Theater G1/G3/G4/G7 for directed theater resource management (RM) goals. d. Identify existing inter-service or interagency support agreements and requirements. e. Develop appropriate inter-service and agency support agreements. f. Develop recommendation for RM force flow and support requirements. g. Develop Theater RM goals and functions. h. Provide RM operating guidance to supported and supporting elements. i. Prepare financial management support annexes for operations plans/orders. j. Review and coordinate contingency cost estimates. k. Participate in the Planning, Programming, Budgeting, Execution (PPBE) process. (1) Review Strategic Planning Guidance (SPG), Joint Planning Guidance (JPG), and The Army Plan (TAP). (2) Submit Program Objective Memorandum (POM) and Integrated Priority List (IPL). (3) Analyze Program Decision Memorandum (PDM) and Program Budget Decision (PBD). + 4. Director, Comptroller Branch, initiates planning. a. Receives director's mission statement. b. Reviews operations plan for specified area. c. Briefs branch personnel on mission requirements. d. Provides staff planning guidance. 5. Comptroller Branch personnel initiate planning activities. a. Review planning guidance. b. Review operations plan and forces listing. c. Review interagency and international agreements for nations in specified theater area of operations. d. Review Acquisition and Cross-Servicing Agreements (ACSA). e. Initiate budget formulation. f. Monitor theater-wide logistics feasibility (stock fund and repair parts). g. Monitor and analyze strategic lift costs. h. Coordinate host-nation support agreements with appropriate nations within specified theater of operations. i. Provide financial and resource systems integration/automation support to command, staff, and subordinate units. j. Determine best practices and most efficient fiscal courses of action. 6. Comptroller Branch personnel plan host nation support. a. Review theater-wide international arrangements and assess financial impacts. b. Review theater-wide logistics systems for financial feasibility, in particular stock fund and repair parts. c. Plan for host-nation support (HNS) agreements for assistance in kind and reimbursable costs. d. Plan for host-nation negotiations and reports. e. Report any possible problem areas to branch chief. 7. Comptroller Branch personnel plan budget execution. a. Prepare and review financial management annexes in support of orders/plans. Page 4
b. Monitor contingency operations budget execution for compliance with fiscal law and current policy directives. c. Identify and manage funds available for immediate expenses. d. Track and report costs of battlefield operations to support reimbursement of costs initially paid from available training and readiness funds. e. Obtain guidance on fund citations and funding levels and provide this guidance to Corps G-8 and supporting finance elements. f. Establish fund control, fund execution monitoring, and cost and obligation tracking and reporting policies. TASK / PERFORMANCE EVALUATION SUMMARY BLOCK Training Unit ITERATION 1 2 3 4 Date of Training per Iteration: Day or Night Training: Day / Night Day / Night Day / Night Day / Night # % # % # % # % Total Leaders Authorized % Leaders Present Total Soldiers Authorized % Soldiers Present Total Number of Measures Total Number of Critical Measures Live Fire, Total Number of Critical Measures Total Number of Leader Measures % % Critical % Critical % Leader MOPP LEVEL Evaluated Rating per Iteration T, T-, P, P-, U Mission(s) supported: None MOPP 4: Sometimes MOPP 4 Statement: See Safety Statement below. NVG: Never NVG Statement: None Prerequisite Collective Task(s): None Supporting Collective Task(s): Step Number Task Number Title Proponent Status 14-EAC-8033 Account for Theater Resources (G8) 14 - Finance (Collective) Page 5
OPFOR Task(s): None Supporting Individual Task(s): Step Number Task Number Title Proponent Status 805A-36A-7003 Manage the Execution of Funds 805A - Financial Management 805A-36A-7004 Manage a Unit Budget 805A - Financial Management 805A-36A-7023 Develop FM Plans and Operations 805A - Financial Management 805A-36A-8000 Prepare a Command Budget 805A - Financial Management 805A-36A-8002 Prepare a Program Objective Memorandum (POM) 805A - Financial Management 805A-36A-8003 Develop a Cost Structure 805A - Financial Management 805A-36A-8007 Conduct Cost Management 805A - Financial Management 805A-36B-1009 Identify Master Data Elements 805A - Financial Management Supporting Drill(s): None Supported AUTL/UJTL Task(s): ART 4.2.2 Task ID Provide Financial Management Support Title TADSS TADSS ID Title Product Type Quantity No TADSS specified Equipment (LIN) LIN Nomenclature Qty 70209N Computer, Personal Workstation 1 Materiel Items (NSN) NSN LIN Title Qty No materiel items specified Environment: Environmental protection is not just the law but the right thing to do. It is a continual process and starts with deliberate planning. Always be alert to ways to protect our environment during training and missions. In doing so, you will contribute to the sustainment of our training resources while protecting people and the environment from harmful effects. Refer to the current Environmental Considerations manual and the current GTA Environmental-related Risk Assessment card. None Safety: In a training environment, leaders must perform a risk assessment in accordance with current Risk Management Doctrine. Leaders will complete the current Deliberate Risk Assessment Worksheet in accordance with the TRADOC Safety Officer during the planning and completion of each task and sub-task by assessing mission, enemy, terrain and weather, troops and support available-time available and civil considerations, (METT-TC). Note: During MOPP training, leaders must ensure personnel are monitored for potential heat injury. Local policies and procedures must be followed during times of increased heat category in order to avoid heat related injury. Consider the MOPP work/rest cycles and water replacement guidelines IAW current CBRN doctrine. Safety in performing tasks and within the work/task environment is everyone's responsibility. Supervisors and leaders must ensure a safe and healthful workplace by inspecting the area for hazards and promptly taking action as required to correct hazards. Leaders increase safety by ensuring that Soldiers and Army Civilians are trained and competent to perform their work safely, efficiently, and effectively. Counsel and take action as necessary with Soldiers or Army Civilians who fail to follow safety standards, rules and regulations, including the use of personal protective clothing and equipment, and seatbelts. Leaders should hold all personnel accountable for accidents and property damage, occurring in operations under Page 6
their direct supervision and control. (See AR 385-10, The Army Safety Program). Page 7